2024 Forbes Best-In State Wealth Management Team recognition by Forbes/Shook Research. Publication as of January 9, 2024. Rankings as of March 31, 2023. 2023 Forbes Best-In State Wealth Management Team publication as of January 12, 2023. Rankings based on data as of March 31,2022.

Forbes Best-In State Wealth Advisor recognition by Forbes/Shook Research.  Publication as of January 9, 2024,  January 12, 2023, April 7, 2022, February 11, 2021, January 16, 2020, and February 20, 2019. Rankings as of June 30 of the previous year.

Barron’s Top 1,200 Financial Advisors State by State recognition by Barron’s. Publication as of March 13, 2020 and March 12, 2021. Rankings as of September 30, of the previous year.The most recent Five Star Professional award was issued on 6/1/24 for the time period of 10/4/23 through 3/29/24. Crescendo Business Services created and conducted the survey. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials. 2022: 9/27/2023-3/25/2022; 2021: 1036, 169, 16%, 5/1/21, 9/7/20 - 4/9/21; 2020: 1092, 172, 16%, 6/1/20, 9/16/19 - 4/10/20; 2019: 1061, 224, 21%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1461, 220, 15%, 6/1/18, 10/3/17 - 4/18/18; 2017: 1148, 237, 21%, 6/1/17, 9/30/16 - 4/17/17; 2016: 923, 370, 40%, 5/1/16, 9/6/15 - 5/5/16; 2015: 1329, 430, 32%, 6/1/15, 9/6/14 - 5/5/15; 2014: 1744, 397, 23%, 6/1/14, 9/6/13 - 5/5/14; 2013: 2672, 524, 20%, 6/1/13, 9/6/12 - 5/5/13; 2012: 1291, 303, 23%, 6/1/12, 9/6/11 - 5/5/12.